SEC 13F Intelligence

Regis Management Co LLC / VNQ

Regis Management Co LLC’s Vanguard Index Fds Position

Does Regis Management Co LLC own Vanguard Index Fds (VNQ)? Yes68.9K shares worth $6M (+1.74% of its 13F portfolio) as of Q2 2024, up from 68.8K shares the prior filed quarter.

Position Value
$6M
Q2 2024
Shares
68.9K
% of Portfolio
+1.74%
Quarters Held
22
currently held

Position History VNQ

Reported value by quarter
Q1 ’19: $10.5BQ1 ’19Q2 ’19: $10.4BQ3 ’19: $9.7BQ4 ’19: $4.7BQ4 ’19Q1 ’20: $1.9BQ2 ’20: $208MQ3 ’20: $21MQ3 ’20Q4 ’20: $23MQ1 ’21: $15MQ2 ’21: $16MQ2 ’21Q3 ’21: $14MQ4 ’21: $16MQ1 ’22: $15MQ1 ’22Q2 ’22: $12MQ3 ’22: $11MQ4 ’22: $11MQ4 ’22Q1 ’23: $5MQ2 ’23: $6MQ3 ’23: $5MQ3 ’23Q4 ’23: $6MQ1 ’24: $6MQ2 ’24: $6MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202468.9K$6M+1.74%
Q1 202468.8K$6M+1.81%
Q4 202366.4K$6M+1.93%
Q3 202367.5K$5M+1.74%
Q2 202366.5K$6M+1.82%
Q1 202363.7K$5M+1.79%
Q4 2022135.4K$11M+2.58%
Q3 2022134.7K$11M+2.62%
Q2 2022134.0K$12M+2.74%
Q1 2022134.3K$15M+2.60%
Q4 2021134.7K$16M+2.57%
Q3 2021138.6K$14M+2.44%
Q2 2021156.9K$16M+2.69%
Q1 2021158.9K$15M+2.60%
Q4 2020270.0K$23M+4.23%
Q3 2020263.6K$21M+4.31%
Q2 2020264.7K$208M+4.59%
Q1 2020272.0K$1.9B+4.37%
Q4 2019510.4K$4.7B+7.32%
Q3 20191.05M$9.7B+8.42%
Q2 20191.19M$10.4B+7.95%
Q1 20191.20M$10.5B+8.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Regis Management Co LLC’s full portfolio or all institutional holders of VNQ.